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Umpqua Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Umpqua Bank’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,685
Closed -$258K – 155
2024
Q2 		$258K Hold
7,685
– – 0.1% 130
2024
Q1 		$248K Buy
+7,685
New +$242K 0.1% 131

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Wealthfront Advisers
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Goldman Sachs
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Umpqua Bank's ESGE Position: Q3 2024 in Review

Umpqua Bank sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2024, closing a stake of 7,685 shares — an estimated $258K sold.

Umpqua Bank first reported a position in ESGE in Q1 2024 and held it in 2 quarters. The position peaked at $258K in Q2 2024. 500 funds tracked by Wall St. Rank hold ESGE as of Q3 2024.

  • Umpqua Bank reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2024 after selling out during the quarter.
  • Umpqua Bank sold 7,685 iShares ESG Aware MSCI EM ETF shares in Q3 2024, an estimated $258K.
  • Umpqua Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2024 and held it in 2 quarters.
  • Umpqua Bank's iShares ESG Aware MSCI EM ETF position peaked at $258K in Q2 2024.
  • 500 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2024.

Based on Umpqua Bank's 13F filing for Q3 2024, filed 30 Oct 2024.